Overview
Chapter 5 reviews how to place orders from your JOOR web account. Orders can be placed from your JOOR iPad app, on the web, or from an excel order template.
On The Web
Once you’re logged into your JOOR account, hover your cursor over Orders and select Start Order from the drop-down.
A pop-up box will then appear where you’ll need to search for the retailer you’d like to start the order for. If the retailer is connected to multiple price types, you’ll need to select which price type the order is for as well. You can enter the warehouse, linesheet, doors, order type, and an event if you’d like. Once you enter in all your parameters, click Start Order.
You’ll then be brought to your catalog page where you can begin ordering your listed styles. To learn all about your catalog page, please click here. Once you find the style you’d like to add to the order, click View and Quantify.
You’ll then see a box appear called View and Quantify. Here, you can view more images of the style and enter the quantities you’d like to order. When selecting quantities for the style, you can choose from listed sizes, casepacks, or place a bulk order. To learn more, click here.
Once you’ve entered your desired quantities, click Add To Order.
Note: You can note a style without quantifying by ticking off the box under Price.
Your selected style will then be added to your cart. To view your cart, click the cart icon in the top right corner of your page and View Cart.
In the cart, you can review/edit the quantities, add discounts to a selected style or the order as a whole, add more styles to the order, change the order delivery window, warehouse, door, or add comments.
After reviewing, click Checkout.
Note: Some actions on the checkout page are permission-based.
Next, you’ll see the shipping and billing page. Here, you’ll enter new or select from existing billing and shipping addresses and select a payment and shipping method. Once done, submit the order as a note, pending, or approved order.
Once you submit your order, you can review it on the Orders page. To view, hover your cursor over Orders, then click Orders.
Excel Order Template
JOOR gives you the ability to place orders from an order template that you can download right from your JOOR account for your listed linesheets. To download an order excel template, hover your cursor over Orders, then select Excel Orders from the drop-down.
A pop-up box will appear where you’ll click Create Order Template.
To configure the template, select the retailer, price type, linesheet(s), and event you’d like for the order template. You’ll also have the option to include images in your file.
Once you’ve selected the options for your template, click Download Template.
When your template fully downloads, you’ll see all of the styles that were listed on your linesheets, enter the quantities for each style on the template. Once all the quantities have been entered into the template, save the document.
Note: This is a locked file. Only quantities can be entered in the orange-coloured boxes. Any other edits to the file outside of these cells will cause your import to fail.
To import your completed template, hover your cursor over Orders and click Excel Order once again. Once the Excel Order pop-up box appears, click Select File and upload your order template. After the order order template is uploaded, click Upload to import your order into JOOR.
If your file was successfully uploaded you’ll see a green checkmark under file and a generated PO# on the right side.